Integrate Zoho Forms and WhatsApp Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate WhatsApp notifications from Zoho Forms submissions using Pabbly Connect. This tutorial covers all steps in detail. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Zoho Forms with WhatsApp, access Pabbly Connect. This platform allows you to automate tasks between different applications seamlessly. Begin by visiting the Pabbly Connect website and signing in to your account.

If you are a new user, you can sign up for a free account which provides you with 100 free tasks every month. Once logged in, you will be directed to the dashboard where you can create workflows for your automation needs.

2. Creating a Workflow in Pabbly Connect

In this section, we will create a new workflow in Pabbly Connect to handle the integration. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A dialog box will appear asking for the workflow name and folder selection.

• Name the workflow as ‘Send and Get WhatsApp Message on Zoho Form Submission’.
• Select the folder where you want to save this workflow, such as ‘WhatsApp Automations’.

After entering the required details, click on the ‘Create’ button. Your workflow is now set up with a trigger and action window, which are essential for the automation process.

3. Setting Up the Trigger with Zoho Forms

The next step involves setting up the trigger in Pabbly Connect. For this integration, select ‘Zoho Forms’ as the trigger application. The trigger event will be ‘New Form Submitted’ to capture the form submissions automatically.

Once you select the trigger application, Pabbly Connect will generate a webhook URL. Copy this URL as you will need to paste it into your Zoho Forms integration settings. This URL allows Pabbly Connect to receive data from Zoho Forms whenever a new submission occurs.

• Go to your Zoho Forms account and navigate to the ‘Integrations’ section.
• Select ‘Webhooks’ and click on ‘Configure Webhook’.
• Paste the copied webhook URL and set the content type to ‘application/json’.

After saving the webhook configuration, your Zoho Forms is now connected to Pabbly Connect, and it will capture the responses of new form submissions.

4. Sending WhatsApp Messages Using AI Sensei

Now that we have set up the trigger, we can configure the action to send WhatsApp messages. In Pabbly Connect, select ‘WhatsApp by AI Sensei’ as the action application. Choose the action event as ‘Send Template Message’.

Click on the ‘Connect’ button and either select an existing connection or create a new one by providing the API key from your AI Sensei account. After establishing the connection, you will need to set up a campaign name and select the message template you wish to use for sending notifications.

Create a campaign named ‘Client Thank You Message’. Map the phone number and name fields from the previous step. Customize the message template with dynamic variables.

Once you have filled in all the required details, click on ‘Save and Test Request’. If successful, you will receive a confirmation message in WhatsApp, indicating that the thank you message has been sent.

5. Receiving Notifications on WhatsApp

In addition to sending thank you messages, you can also set up a notification system for yourself. Again, select ‘WhatsApp by AI Sensei’ for the action application and choose the same action event, ‘Send Template Message’. using Pabbly Connect

Follow the same connection steps as before to set up the new campaign for receiving notifications about inquiries. Map the necessary fields such as lead’s name, preferred property type, and contact information.

Create a campaign named ‘Receive Notification’. Select the new inquiry notification template. Map all required fields for the notification message.

After saving the configuration, you will receive notifications on WhatsApp whenever a new inquiry is submitted through Zoho Forms. This setup ensures that you stay updated with your leads efficiently.

Conclusion

By following this tutorial, you have successfully learned how to automate WhatsApp notifications for Zoho Forms submissions using Pabbly Connect. This integration streamlines your communication with leads, allowing for timely responses and improved service.